Charge Discounts

Help Guide for NextGen® Enterprise PM 8

Charge Discounts

You can apply discounts to the charges for an encounter from the Charge Posting window in NextGen® Enterprise PM. You can enable Discounts in the Practice Preferences window by selecting Enable discounts in charge entry and Apply patient discount to patient balance only options on the Charge Entry tab. When this functionality is enabled, you can open the Discounts window and select the following for each encounter. You can select Discount Adjustment Code to apply discounts to charges. You can select Encounter to apply discount adjustment to all charges on the encounter or Line Item to apply discount adjustment only for selected charges on the encounter for the Discount Level. You can select By Percentage when the discount amount is in percentage of the total charge amount or Line Item when you apply the discount adjustment only for selected charges on the encounter for the Discount Method. After selecting Discount Adjustment Code, Discount Level, and Discount Method, the system applies

Help Guide for NextGen® Enterprise PM 8

Change Encounter Discounts to Line Item Discounts

When you change from an encounter-level discount to a line-item level discount, the previous discount amounts are cleared in both the header and on the line items. To change encounter-level charge discounts to line item-level discounts, do the following: Open NextGen® Enterprise PM. Open the Charge Posting window for the desired patient and encounter. Select Discounts on the charge posting toolbar. The Discounts window opens. Select Line Item in the Discount Level section. To change encounter-level discount to a line-item level discount, do one of the following: Apply the Discount % or Amount from the previous encounter level discount to the selected line items. In the Discount Application panel, delete the existing value from the encounter level discount and then re-enter a new value in the Percentage or the Amount fields that will then default to each selected line item. Select on each line item you want to apply a discount to and enter in the discount parameter (percentage or discou

Help Guide for NextGen® Enterprise PM 8

Change Encounter Discounts to Line Item Discounts

When you change from an encounter-level discount to a line-item level discount, the previous discount amounts are cleared in both the header and on the line items. To change encounter-level charge discounts to line item-level discounts, do the following: Open NextGen® Enterprise PM. Open the Charge Posting window for the desired patient and encounter. Select Discounts on the charge posting toolbar. The Discounts window opens. Select Line Item in the Discount Level section. To change encounter-level discount to a line-item level discount, do one of the following: Apply the Discount % or Amount from the previous encounter level discount to the selected line items. In the Discount Application panel, delete the existing value from the encounter level discount and then re-enter a new value in the Percentage or the Amount fields that will then default to each selected line item. Select on each line item you want to apply a discount to and enter in the discount parameter (percentage or discou

Help Guide for NextGen® Enterprise PM 8

Apply Encounter Level Discounts

To apply charge discounts at the encounter-level using a percentage or dollar amount, do the following: Open NextGen® Enterprise PM. Select Charges. The Charge Posting window opens. Select the desired patient and encounter. Enter and save charges on the encounter. Select the Discounts icon on the charge posting toolbar. The Discounts window opens. Select the adjustment transaction code in the Discount Adjustment Code field. You can determine the transaction codes available for selection by the following: If the primary payer on the encounter is flagged as a Contracted Payer, then the transaction codes are derived from Contracted Payers or <None> for Discount Application when Discount is enabled in the Discount Criteria section. If the primary payer on the encounter is flagged as a Non-Contracted Payer, then the transaction codes are derived from Non-Contracted Payers or <None> for Discount Application when Discount is enabled in the Discount Criteria section. If there is no primary pay

Help Guide for NextGen® Enterprise PM 8

Apply Encounter Level Discounts

To apply charge discounts at the encounter-level using a percentage or dollar amount, do the following: Open NextGen® Enterprise PM. Select Charges. The Charge Posting window opens. Select the desired patient and encounter. Enter and save charges on the encounter. Select the Discounts icon on the charge posting toolbar. The Discounts window opens. Select the adjustment transaction code in the Discount Adjustment Code field. You can determine the transaction codes available for selection by the following: If the primary payer on the encounter is flagged as a Contracted Payer, then the transaction codes are derived from Contracted Payers or <None> for Discount Application when Discount is enabled in the Discount Criteria section. If the primary payer on the encounter is flagged as a Non-Contracted Payer, then the transaction codes are derived from Non-Contracted Payers or <None> for Discount Application when Discount is enabled in the Discount Criteria section. If there is no primary pay

Help Guide for NextGen® Enterprise PM 8

Change Line Item Discounts to Encounter Discounts

When you change from a line item-level discount to an encounter-level discount, the previous discount amounts are cleared out in both the header and on the line items. To change line item-level charge discounts to encounter-level discounts, do the following: Open the Charge Posting window for the desired patient and encounter. Select the Discounts button on the charge posting toolbar. The Discounts window opens. Select Encounter in the Discount Level section. Enter the encounter level discount percentage or amount. The Discount Information grid displays the discounted amount for the selected line items in the Discount Amount column. Select OK. The new discounts are processed according to the status of the encounter. In Progress encounters: The application deletes the original discount adjustments, applies new discounts, and then posts the transaction batch. Tax charges are recalculated. Since the encounter is in an In Progress status, no process dates are defined for the charges or tra

Charge Discounts

Recommendations

Charge Discounts

Change Encounter Discounts to Line Item Discounts

Change Encounter Discounts to Line Item Discounts

Apply Encounter Level Discounts

Apply Encounter Level Discounts

Change Line Item Discounts to Encounter Discounts

Charge Discounts

Charge Discounts

Change Encounter Discounts to Line Item Discounts

Change Encounter Discounts to Line Item Discounts

Apply Encounter Level Discounts

Apply Encounter Level Discounts

Change Line Item Discounts to Encounter Discounts